CAIBX
Price
$82.39
Change
+$0.47 (+0.57%)
Updated
Jun 2 closing price
Net Assets
126.77B
KTRAX
Price
$10.08
Change
+$0.01 (+0.10%)
Updated
Jun 2 closing price
Net Assets
642.02M
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CAIBX vs KTRAX

Header iconCAIBX vs KTRAX Comparison
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CAIBX vs KTRAX Comparison Chart in %
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CAIBX vs. KTRAX commentary
Jun 03, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAIBX is a Hold and KTRAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 127B vs. KTRAX (642M). KTRAX pays higher dividends than CAIBX: KTRAX (4.04) vs CAIBX (2.73). CAIBX was incepted earlier than KTRAX: CAIBX (39 years) vs KTRAX (62 years). KTRAX (0.90) is less costly to investors than CAIBX (0.58). KTRAX is a more actively managed with annual turnover of: 191.00 vs. CAIBX (50.00). CAIBX (6%) and KTRAX (6%) have equivalent initial investment costs. CAIBX has a lower initial minimum investment than KTRAX: CAIBX (250) vs KTRAX (1000). KTRAX annual gain was more profitable for investors over the last year : 16.00 vs. CAIBX (12.61). CAIBX return over 5 years is better than : 35.94 vs. KTRAX (9.30).
CAIBXKTRAXCAIBX / KTRAX
Total Expense Ratio0.580.9064%
Annual Report Gross Expense Ratio0.580.9064%
Fund Existence39 years62 years-
Gain YTD7.1709.69574%
Front Load6%6%100%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets127B642M19,782%
Annual Yield % from dividends2.734.0467%
Returns for 1 year12.6116.0079%
Returns for 3 years41.6127.42152%
Returns for 5 years35.949.30386%
Returns for 10 years66.3257.85115%
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